Documents and Files Management

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  • Documents and Files Management Automation

    Create, organize, and store information efficiently and appropriately with automated Document Management System

    Documents and Files Management Solution

What is Document Management System (DMS)?

Document Management System (DMS) is the use of a computer system and software to store, manage and track electronic documents such as PDFs, word processing files and digital images of paper-based content captured through the use of a document scanner.

Document management can save you time and money. It provides document security, access control, centralized storage, audit trails and streamlined search and retrieval.

Person using Digital Document Management System

Digital Document Management System

  • Integrate all your files into a single interface
  • Share and control information quickly
  • Save correct, controlled, and categorized information
Man using Digital Document Management System to analyze data

Safe, Secure, and Fast

  • Permit access only to the right people
  • Copy and save files automatically with a workflow system
  • Keep track of all the history of your files
Friends working with Digital Document Management System to automatic organize documents

Categorize your Files

  • Sort your files into meaningful categories
  • Tag files and folders automatically
  • Put all your most important files together in one place

Document Management System Features

Manage Permissions

Our document management software allows you to create collaborative folders with your customers to share key documents securely and efficiently. In addition, you can choose who on your team can access each folder or document and what level of access they have and what actions they can take.

Documents and Files Management: Manage Permissions Documents and Files Management: Manage Permissions
Documents and Files Management: Manage Permissions Documents and Files Management: Manage Permission
Documents and Files Management: Check the history of documents and files Documents and Files Management: Check the history of documents and files
Documents and Files Management: Check the history of documents and files

Check the history of documents and files

Since multiple people will update your documents, you will have access to the history of actions taken, streamlining everyone’s workflow. In the event that, you can see which customers have viewed, updated, or completed tasks.

Digitally sign documents and files

Our document management software allows you to prepare documents to be completed and signed in a few clicks. Choose where you want people to sign, and send the requests directly to your inbox. Furthermore, documents can be signed by as many people as you want, with options for additional fields to be filled in such as name, date, and more.

Digitally sign documents and files management Documents and Files Management: Digitally sign documents and files
Digitally sign documents and files management
Finance Automation:Invoice validation and approval Finance Automation:Invoice validation and approval
Finance Automation:Invoice validation and approval

Integrate into workflow solution

The document management solution allows you to build a workflow sequence so that documents and files can follow it automatically, such as copying your files and saving them to your favourite file storage application.

Tag your documents and files

With the integrated search, you can find any document you are looking for quickly and filter to find only the relevant information, allowing a better document management system experience.

Documents and Files Management: Tag your documents and files Documents and Files Management: Tag your documents and files
Documents and Files Management: Tag your documents and files
Documents and Files Management: Daily Backups Documents and Files Management: Daily Backups
Documents and Files Management: Daily Backups

Daily backups

The document management process includes a daily backup, which means you can easily view and restore previous versions of documents.

Notify and track

Our solution sends real-time notifications to your email when tasks are marked as complete or updated. Given that, you know what is saved where without wasting time organizing the files yourself.

Documents and Files Management: Notify and track Documents and Files Management: Notify and track
Documents and Files Management: Notify and track

Ready to Streamline your files processes with Document Management System?

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